Paraplanner

A whole of market Financial Planners in Cumbria is seeking a Paraplanner to provide full support to the advisers. Key tasks will include assisting the Planner with maintaining their client relationships, conducting analysis and research, and producing suitability reports.

As a Paraplanner you will be expected to work closely with all staff within the business to ensure a smooth yet compliant process is followed, and assist in providing a great client service.

The ideal candidate will:• Have previous experience in a similar Paraplanning role.• Be Level 4 Diploma qualified or working towards.• Be well organised and meticulous, with strong work ethic.• Have excellent written and oral communication skills.

In return you will receive a very competitive salary and benefits package.

Please feel free to contact me on 0161 833 2033 / richard.kunman@reedglobal.com to discuss this opportunity or for a confidential conversation regarding your job search and career goals.